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Nuveen ESG Mid-Cap Growth ETF

129 hedge funds and large institutions have $307M invested in Nuveen ESG Mid-Cap Growth ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 53 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0.8% more ownership

Funds ownership: 74.13%74.93% (+0.8%)

1% less funds holding

Funds holding: 130129 (-1)

2% less capital invested

Capital invested by funds: $313M → $307M (-$5.27M)

42% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 53

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
53
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.6M +$640K +13,191 +1%
Wells Fargo
2
Wells Fargo
California
$38.1M -$351K -7,240 -0.9%
LPL Financial
3
LPL Financial
California
$27.7M +$4.67M +96,308 +20%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.1M -$1.08M -22,271 -4%
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$22.6M -$1.62M -33,340 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$19.6M +$955K +19,690 +5%
Bank of America
7
Bank of America
North Carolina
$14.5M -$2.37M -48,844 -14%
Ameriprise
8
Ameriprise
Minnesota
$13.5M +$471K +9,708 +4%
UBS Group
9
UBS Group
Switzerland
$9.97M -$951K -19,613 -9%
AG
10
AlTi Global
New York
$7.47M -$183K -3,778 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.04M -$892K -18,390 -13%
Raymond James Financial
12
Raymond James Financial
Florida
$5.06M -$45.8K -945 -0.9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$3.86M -$85.6K -1,766 -2%
Creative Planning
14
Creative Planning
Kansas
$3.77M
Jones Financial Companies
15
Jones Financial Companies
Missouri
$3.11M +$423K +8,728 +16%
WT
16
Whittier Trust
California
$3.08M
FT
17
Fiduciary Trust
Massachusetts
$3.08M
WTC
18
WhitTier Trust Company
Nevada
$2.96M -$63.8K -1,315 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.64M -$153K -3,151 -5%
Goldman Sachs
20
Goldman Sachs
New York
$2.23M +$403K +8,319 +22%
BPA
21
Beacon Pointe Advisors
California
$2M +$165K +3,395 +9%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.91M -$24.3K -501 -1%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$1.26M +$29K +599 +2%
RWP
24
Revolve Wealth Partners
New Jersey
$1.2M +$4.03K +83 +0.3%
VC
25
Vicus Capital
Pennsylvania
$1.12M +$39.7K +818 +4%